+180.0%
HIMS vs SU
+191.4%
-11.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -1.4% | +1.7% | -3.0% | -1.5% |
| 30D | -10.1% | +9.6% | -19.7% | -10.8% |
| 3M | -1.2% | +11.7% | -13.0% | -2.5% |
| 6M | +16.9% | +21.9% | -5.0% | +13.7% |
| YTD | -15.5% | +58.6% | -74.1% | -20.5% |
| 1Y | -42.6% | +66.5% | -109.1% | -46.3% |
| 3Y | +320.2% | +121.4% | +198.8% | +278.9% |
| 5Y | +215.0% | +355.7% | -140.7% | +167.1% |
| All | +180.0% | +191.4% | -11.4% | +134.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling